History tab
The History tab shows the following information
-
create date and time
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direct change to the object
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date and time of change
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the person responsible for change
-
chat messages on the object's page
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source of changes (displayed before the description of the change):
- manual user actions – no marker
- [from BI] – blue
#2680C2, bold - [from import] – green
#2680C2, bold - [absorbed] – orange
#2680C2, bold
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changes in associated child hierarchical objects:
- For example, changes in the Response number object will be displayed in the history of the Sales Revenue Dashboard object.
- You can read more about hierarchical objects.
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previous and new values for:
- Object name
- Category
- Object type
- Report system
- Cover
- Description
- Attributes
- Related objects
- Responsible users and groups
- Keywords
- Synonyms
Users can filter the history using the following options
- Show All – view all entries without any filters applied.
- Attributes and Categories – select specific attributes or categories to narrow down the results.
- Business processes – filter entries by their associated business processes to track actions, statuses, and progress within a specific workflow.
- Relations – filter based on related entries for better context.
- Chat Message – search for specific messages within the chat history.
- Roles – filter entries by user roles to focus on relevant interactions.
- Source of changes – filter history entries by their change source marker (
from BI,from import,absorbed, or manual).